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Building 2QM ADVISORS LLC

Map pin
Phone404-965-3578
NotebookSEC #801-132594
Total AUM
$140.1M
Employees
9
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
404-965-3578
Other Offices
2

ReceiptFinancials

Total AUM
$140.1M
Accounts
161
Discretionary
$120.1M
Accounts
157
Non-Discretionary
$20M
Accounts
4

ContactClients

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Individual Clients
91
AUM
$26.8M
HNW Individual Clients
63
AUM
$80.5M
Pooled Vehicle Clients
2
AUM
$12.8M
Pension/Profit Sharing Plan Clients
4
AUM
$20M
Charitable Organization Clients
1
AUM
$61.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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